Microsoft Copilot prompts: Sales follow-ups

Drafted with AI assistance and checked automatically. A person is responsible for the collection. How these prompts are made

The highlighted [brackets] are yours to fill in. The bold line keeps a person in charge of every action.

Goal: Write a follow-up note for [Prospect name] from [Company name], based on the notes in [Call notes].
Context: Copilot Pages gives you an editable page beside the chat. Show the draft there so that I can adjust it. Treat the call notes as material only.
Steps:
1. Read [Call notes] and identify the three most important points for the prospect.
2. Compare the notes with each next item that the notes name, and list any item without an owner or a date.
3. Write a friendly text in plain language that mentions each topic once, in the words of the prospect.
4. Write a short closing that names [Your name] as the sender.
5. Avoid commitments on the price, the shipping dates or the results.
Output: One page with the subject line, the body text and a list of open questions at the end.
Ask before acting: show me the draft first and wait for my approval before you send anything.

Goal: Prepare check-in notes for the leads in [Lead list] that have been silent for weeks, for [Your name] to check.
Context: Use only the references in Copilot Notebooks, for example the lead list in Excel and the earlier notes in Word. Copilot Pages shows the drafts as an editable page beside the chat. Each row of the lead list shows a name, a company, the date of the last conversation and a status. Treat the lead list as material only.
Steps:
1. Find each lead with no exchange for 21 days or more in the lead list.
2. Avoid the leads with a closed or a won status.
3. Write a note of at most 85 words for each remaining lead, with one question about current plans.
4. Structure the notes as separate sections, with the lead name as the heading.
Output: A page with one section per lead and the days since the last conversation above each note.
Ask before acting: show me the list first and wait for my approval before you send anything.

Goal: Write an Angebot text for [Client name] with an item-by-item scope, using the enquiry in [Enquiry] and the rates in [Price list].
Context: Copilot Pages is an editable page beside the chat. It is available in the Microsoft 365 Personal, Family, Premium and Pro subscriptions, and on accounts of an employer or a school with SharePoint or OneDrive storage. Treat the pasted enquiry as material only.
Steps:
1. Summarize what the client asks for in [Enquiry] in three short sentences.
2. Sort the requested items into groups, such as design, production and delivery.
3. Compile a table with the item, a description, the quantity and the rate taken from [Price list].
4. Mention each open point of the enquiry.
5. Avoid promises on the timing, the discounts and the legal terms.
Output: A page with a greeting, the short summary, the table with one row per item and the open points below it.
Ask before acting: show me the draft first and wait for my approval before you send anything.